Wealth Aggregation & Insights
Synchronized wealth data integration
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Implement real-time APIs within your systems
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Aggregate data from investment, banking, and insurance accounts
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Access 1,000+ custodial interfaces representing all asset types
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Visualize AUM, cash balances and accounts together
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Leverage direct and held-away data
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Receive timely, reconciled, normalized financial data analytics
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Deliver dynamic financial wellness views to clients
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Perform values-based investing
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Provide self-service money management tools
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Identify customer behaviors and preferences
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Generate reports using turnkey solutions
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Integrate with Advisor Compensation and Books & Records solutions
Filter out the noise
Market-leading reconciliation
Replace manual data entry and fragmented sources with enterprise-wide insights that allow you to focus more on high-level challenges.
Practice management support
Build productivity in a user-friendly portal that contains unified views of investor accounts, global search functions, and more.
On-demand access via seamless integration
Connect our solutions to proprietary and third-party applications to improve collaboration and data-driven decision making.
In-depth details to help you grow
Create custom insurance screens and access details such as party roles, valuations, transactions, premiums and more.
Streamlined creation and delivery
Configure and schedule reports using standard or custom benchmarks, combine reports, and include asset allocation models.
Loyalty-building self-service tools
Increase client retention by helping them track their budgets, investment goals, transactional trends, financial insights and more.
